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World Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

World Investment Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,716
Closed -$441K – 1513
2025
Q3 		$441K Sell
2,716
-36
-1% -$5.63K 0.01% 829
2025
Q2 		$415K Buy
+2,752
New +$383K 0.01% 798

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

World Investment Advisors's IYY Position: Q4 2025 in Review

World Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 2,716 shares — an estimated $441K sold.

World Investment Advisors first reported a position in IYY in Q2 2025 and held it in 2 quarters. The position peaked at $441K in Q3 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • World Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 2,716 iShares Dow Jones US ETF shares in Q4 2025, an estimated $441K.
  • World Investment Advisors first reported a position in iShares Dow Jones US ETF in Q2 2025 and held it in 2 quarters.
  • World Investment Advisors's iShares Dow Jones US ETF position peaked at $441K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.